401(k) · DOL Form 5500 · 2024
Ice River Springs Morganton Ll 401(k) Plan
Data updated 2026-08-25
- $918K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $101,980
- Avg per participant Below avg balance/head
Official DOL plan name: Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust · Sponsored by Ice River Springs Morganton Ll · · Professional & Technical Services
$918K in assets, 9 participants
Ice River Springs Morganton Ll's Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust reported $918K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,518 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust holds $918K for 9 participants - about $101,980 per participant, among the smaller plans by assets on file.
- #3,518
- in Professional & Technical Services (20,173 peers)
- +0.9%
- assets growth YoY
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$917,816 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust reported net income rose from -$71K in the plan year 2023 filing to $8K in the plan year 2024 filing.
- Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust reported participants fell from 12 in the plan year 2023 filing to 9 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 204878400 · Ice River Springs Morganton Ll PY 2024 · 401(k)
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust · $918K · 9 · 22nd
- PHOTO $918K
- PHOTO 9
- PHOTO 22nd
- PHOTO 401(k)
- PHOTO near Hobby Max One, Inc. Retirement Plan
- PHOTO ind #3518
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans →
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $910K |
|---|---|
| Net Assets (End of Year) | $918K |
| Net Income | $8K |
| Employer EIN | 204878400 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ice River Springs Morganton Ll)
Sponsor-wide plan assets over time
All Ice River Springs Morganton Ll plans reported in each filing year
- Latest sponsor-wide plan assets
- $918K 6.427897824879062% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $981K |
| 2023 | 1 | 12 | $910K |
| 2024 | 1 | 9 | $918K |
Nearby 401(k) Plans in
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Magna Group of Companies Retirement Savings Plans $2.5B · 25,008
- Transcanada 401(k) and Savings Plan $1.1B · 3,435
- Four Seasons Hotels Retirement Benefit Plan $979M · 15,818
- Transocean U.S. Savings Plan $839M · 2,151
- Retirement Plan for Employees of Scotiabank U. S. 401(k) $493M · 1,430
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside this state, the nearest 401(k) by assets is Hobby Max One, Inc. Retirement Plan in TX ($918K); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($918K here).
- Hobby Max One, Inc. Retirement Plan (TX) $918K · 5
- Horizon Designs Inc.401(k) Plan (NE) $918K · 11
- Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan (NY) $918K · N/A
- Varner Systems Inc 401(k) Plan (PA) $918K · 14
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.